Customer research, persona and survey resources
Customer research replaces guesses about buyers with evidence from interviews, surveys, reviews and sales notes, synthesised into personas and a clear buying trigger. Collect answers in Survey Studio, structure what you learn in Persona Builder, and use the Survey Playbook to keep your questions unbiased.
Covers: Personas, surveys, customer interviews, jobs to be done, review mining.
Learn the method
- Survey Playbook — A 5D framework that turns surveys into decisions.
- ICP & Account-Scoring Playbook — Build an ICP from closed-won data and tier accounts A/B/C. (from Sales & Pipeline)
Run the numbers
- Survey Studio — Build, share and analyse surveys with rating, choice and open-text questions.
- Persona Builder — Turn a fuzzy target audience into a persona with goals, objections, triggers and channels.
- ICP Fit Scorer — Score and tier target accounts A/B/C on weighted ICP signals. (from Sales & Pipeline)
Build it
- The ICP & Target Account Scorecard — Weighted ICP signals, 0 to 100 account scores, A/B/C tiers and a calibration tab. (from Sales & Pipeline)
Run it with your AI agent
- Customer Survey Design — Unbiased surveys with proper sample sizing and structure.
- Persona Builder — Personas and ICPs grounded in real signals.
- Target Account List — A fit-scored, tiered target account list. (from Sales & Pipeline)